This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.604
£0.004 (+0.73%)
Fund Code
BMBCA
BKV4486
GB00BKV44860
Prices updated as at 08 May 2025
|
Prices in GBP
Investment objective
The Fund seeks to provide growth, combining capital and income, over the long term (at least 5 years) consistent with a balanced risk profile over the same time period. The Fund seeks to address the sustainability challenges facing people and the environment by investing in issuers that provide solutions aligned with the Fund’s sustainability themes. The Fund will gain exposure to a range of global asset classes, which may include: collective investment schemes, equities, fixed income securities (government and nongovernment bonds), derivatives, money-market instruments, deposits, cash and near cash, real estate investment trusts and other transferable securities. At least 70% of the Fund’s assets are held to pursue the Sustainability Objective in issuers of shares (companies) or bonds, whose products, services or investments provide solutions to environmental or social challenges in line with the Fund’s sustainability themes.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Columbia Threadneedle Fund Management Limited
Fund launch date
09 Dec 2019
Domicile
United Kingdom
UCITS
Yes
Fund manager
Simon Holmes
Manager start date
09 Dec 2019
Fund manager biography
Simon Holmes is a Director and Fund Manager in the Multi-Asset team. He joined the company in September 2007. Simon has many years of financial markets experience across credit, foreign exchange, fixed income, equities and alternatives, covering both cash and derivative products. In previous roles, Simon has worked at McKinsey & Co., Salomon Smith Barney, Barclays Capital and Daiwa, after starting his career at Tokyo-Mitsubishi in 1996. He has a BSc (Hons) in Natural Sciences from the University of Durham and an MBA from INSEAD Business School. He is also a CFA charterholder.
Fund manager
Paul Niven
Manager start date
09 Dec 2019
Fund manager biography
Paul Niven is Managing Director and Head of Multi-Asset Portfolio Management. He is also Fund Manager for the F&C Investment Trust. Paul joined the firm in 1996 and has worked in Asset Allocation and Investment Strategy since 1999. Paul has had responsibility for the management of Multi-Asset mandates within the group since 2002 and is Chair of the Investment Policy Group. Paul graduated from the University of Strathclyde with a BA (Hons) in Accounting and Economics, obtained an MPhil in Finance, and is a member of the UK CFA Institute.
Head office
Columbia Threadneedle Fund Management Limited
PO Box 9040
United Kingdom
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